Wealth management stories - Page 1

Sidekick has launched its Venture Capital Trust product, responding to rising demand for tax-efficient investment options amid economic uncertainty.

Lawfront has selected NetDocuments as its document management system across four UK law firms, enhancing productivity for 800 lawyers across 28 offices.

Industrial Thought has launched Raw Knowledge, a subsidiary dedicated to providing comprehensive ERI data and consultancy for offshore investment reporting.

Zodia Custody is partnering with Raffles Family Office Group and QCP to enhance digital asset services for institutional investors across Asia.

Hejaz Financial Services has launched Halal Money, Australia's first halal financial app, aiming to meet the needs of Muslim investors with over 15,000 downloads.

Taoshi has launched Glitch, an innovative SaaS platform designed to offer advanced AI-driven trading strategies to retail investors worldwide.

Booster’s Savvy debit card has been named a finalist in two categories at the Fintech Futures 2024 Banking Tech Awards, competing against major banks.

Industrial Thought has appointed Mike Baker as Group Managing Director, aiming to enhance its services in securities taxation and corporate event data.

Laserfiche has clinched its ninth WealthManagement.com Industry Award for its generative AI document summarisation tool, boosting efficiency in wealth management.

Griffin, a UK bank for fintech firms, exits early access phase with its platform now generally available, aiming to transform finance integration.

Jeremy Soo appointed as Chairman of NETS from 1 September 2024, succeeding Susan Hwee. Soo brings over 30 years of consumer banking expertise to the role.

Australia’s fintech sector, powered by innovation, technology, and government backing, has surged from AUD $250 million in 2015 to AUD $45 billion in 2023.

Millennials and men, particularly those aged 35-44, are most frequently targeted by financial fraud, reveals an Arbuthnot Latham survey.

Intelligent content management provider Laserfiche hails a significant award win for 'Best Implementation of a Technology Solution' at the WealthBriefing European Awards 2024, underlining its innovative digital solutions in wealth management.

So, what’s on the horizon for an industry that’s powering the economy whilst also needing to continually adapt and evolve as consumer demand grows?.

Broadridge Financial Solutions appoints Paul Simpson as Vice Chairman to enhance client focus and drive go-to-market initiatives.

The full-stack digital family office is a unique offering that delivers detailed investment analytics based on integrated accounting data.

Nils Frowein has been appointed as the new CEO of additiv, the international digital investment and financial solutions company.

There is still strong support for better systems to help them improve the service to clients and better assess risk suitability.

Findex, a wealth management company in Australia, appoints Co-CEOs to take advantage of opportunities emerging from the Hayne Royal Commission.